Timesheet reminders
- Kelly Collins
If you are using our timesheet facility, you can set up two timesheet reminders to automatically go out. If you are not using our timesheet function and wish to know more about it, please contact support.
Click on admin in your top menu bar and within the timesheets and expense types section click on timesheet reminders.
Setting up reminders
There are various dropdowns and options within this section to tailor your reminder. Make sure there is a tick in the active box for each reminder you set up. If at any time you wish to no longer use the reminder you can simply untick the active box.
Reminder type - there are two options timesheets not submitted and timesheets not approved. You can set up a reminder for each option.
Employee type - Not all of your employees may use timesheets, using the dropdown you can choose between: hourly paid, salaried, or both.
Send reminder day - you can choose any day of the week to send this.
Send reminder time - It is a 24 hour clock and you have the option of any hour.
Email body (employee) and (manager) People Manager provides you with a template email for both reminders, you can add additional text to this if you wish. There is also some mail merge fields that you can choose from on the righthand side, simply click on the field to add it to the body of the email.
Send reminder to employee/manager allows you to choose if you wish both sets of users to get either of the reminders. For timesheets not submitted managers will only get a reminder for their own reports. For timesheets not approved, employees will be prompted to speak to their line manager. Simply tick or untick as required.
When ready click save.
